Dola, OH Office

The firm provides ongoing portfolio management and advisory services to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans, managing roughly $14 million across about 38 client relationships. Services include developing written investment policy statements, asset allocation and selection, regular portfolio monitoring, and access to mutual funds, fixed‑income securities, equities, ETFs (including precious‑metals ETFs), TIPS, and insurance products such as annuities.

ROW’s investment approach combines multiple methods of analysis — fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and it uses both long‑ and short‑term trading strategies as appropriate. The firm documents client risk tolerances and may request discretionary trading authority, but the majority of assets reported are managed on a non‑discretionary basis and clients receive monthly custodial reporting.

Distinctive features include an affiliation with an insurance agency and licensed insurance sales by firm personnel, with the firm disclosing and documenting these conflicts when insurance products are recommended. The firm also requires use of a specified custodian, does not aggregate block trades across clients, and accepts pension/profit‑sharing plan clients — characteristics that are less common among peers in this category.